CORNERSTONE INVESTMENT ADVISORS, LLC

BAXTER, Minnesota·2 registered advisors·CRD# 138509
SEC# 801-77765218-829-2224
01

Firm Overview

AUM
$105M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CORNERSTONE INVESTMENT ADVISORS, LLC

2 registered advisors
David Michael Lauer
BAXTER, Minnesota
James Paul Benson
BAXTER, Minnesota
05

Office Locations

BAXTER, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. CORNERSTONE INVESTMENT ADVISORS, LLC (CRD# 138509) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.